Services
Retirement and Investment Analysis
- Item Number
- 272
- Estimated Value
- 1500 USD
- Opening Bid
- 100 USD
Item Description
Who says money management can't be easy and convenient? This financial analysis package is for two meetings (in-person or remotely) with a qualified financial planner. It includes identification of retirement objectives, projections of needs and resources, and personalized investment portfolio recommendations. Our team focuses on working with healthcare providers, business professionals and the LGBTQ community.
Item Special Note
Implementation of recommendations can be done with the company of your choosing and may result in fees and/or commissions separate from this analysis. This offer is not available to current or past Planning for Good or Baystate Financial clients. We will gladly meet with you at any of our Massachusetts or Rhode Island offices or via web conferencing. Winner must contact us directly to book an appointment. Your analysis is to be completed within one year of the charity event for which this was donated. Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, Inc. Member SIPC. Primary office: 501 Wampanoag Trail, #200, E. Providence, RI 02915. Planning for Good® and the puzzle heart logo are registered trademarks. Copyright © 2019 by Karen Melo Ticas. All rights reserved. CRN202103-245102
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